About: Daphne is passionate about helping people learn; she has been designing, developing, and delivering learning solutions her entire career. Since 1999, she has designed and developed both experiential and self-directed learning programs for family businesses, and their trusted advisors, to promote governance and transition planning. Clients include a national bank, an international wealth management firm, many accounting firms, and prominent agricultural associations—all looking to help business families prepare for that inevitable transition.
As program director with BDO Canada, her role expanded to consultant and project manager for family enterprise succession through the development and delivery of customized strategic planning engagements for the owner family. Today, within D3 Learning Solutions, she continues to help family enterprises learn about and implement communication, governance, successor development, and transition planning strategies.